Bag of Snakes

Bag of Snakes

May 1, 2026 ยท 31 min

About this episode

Katie and Matt discuss various financial topics including home ownership and hedge funds.

Katie and Matt discuss the downsides of home ownership, hedge fund managers who had a somewhat disappointing week, Pershing Square USA, the physics of closed-end funds, publicly listed hedge fund firms, the pod shop business, the psychology of investors in non-traded BDCs, the Avis short squeeze, Section 16 short-swing profits and earnings call body language. See omnystudio.com/listener for privacy information.

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